Shonna Graham

Wealth Planner

Shonna joined the industry in 2001 and prides herself in giving trustworthy financial advice to both personal and corporate clients.

She is fully qualified to give advice on Pensions, Investments, Life assurance products and mortgages and for the past 2 years has been instrumental in assisting employers in completing their auto-enrolment duties and also personal advice for the employees. She enjoys building close relationships with her clients.

Shonna is on the board of directors for her local credit union to help the community and enjoys an active lifestyle socialising with family and friends.

01698 307000

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